401(k) · DOL Form 5500 · 2022
Institutional Investor, LLC 401(k) Plan
Data updated 2026-08-25
- $104M
- Total assets Near avg plan size
- 411
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $253,276
- Avg per participant Above avg balance/head
Official DOL plan name: Institutional Investor Savings & Investment Plan · Sponsored by Institutional Investor, LLC · New York · Manufacturing
$104M in assets, 411 participants
Institutional Investor, LLC's Institutional Investor Savings & Investment Plan reported $104M in total assets and 411 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #18,391 in Manufacturing (20,602 peers)
Where Institutional Investor Savings & Investment Plan sits by assets
Institutional Investor Savings & Investment Plan sits in the top 10% of all filed plans by assets, $104M for 411 participants (~$253,276/participant), down 18.3% in 2022.
- #18,391
- in Manufacturing (20,602 peers)
- -18.3%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Institutional Investor Savings & Investment Plan's outsized position by total assets
Institutional Investor Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$104,096,626 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Institutional Investor Savings & Investment Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institutional Investor Savings & Investment Plan sits mid-pack in the medium band (411 participants).
Plan-year Form 5500 strip
Filing strip 132790024 · Institutional Investor, LLC PY 2022 · 401(k)
Institutional Investor Savings & Investment Plan · $104M · 411 · 93rd
- PART $104M
- PART 411
- PART 93rd
- PART 401(k)
- PART near Great Plains Manufacturing Inc. Profit Sharing 401(k) Plan
- PART ind #18391
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in New York →
Institutional Investor Savings & Investment Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $104M |
| Net Income | -$23M |
| Employer EIN | 132790024 |
| Plan Effective Date | 1997-08-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Institutional Investor, LLC)
Sponsor-wide plan assets over time
All Institutional Investor, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 5.231202210146561% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 411 | $104M |
| 2023 | 1 | 407 | $89M |
| 2024 | 1 | 238 | $99M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Institutional Investor Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Great Plains Manufacturing Inc. Profit Sharing 401(k) Plan in KS ($104M); by covered participants it is Wb Holdings, Inc. 401(k) Plan in WI (411 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104M here).
- Great Plains Manufacturing Inc. Profit Sharing 401(k) Plan (KS) $104M · 1,847
- Orthoalliance 401(k) Plan (OH) $104M · 859
- Huntsworth Group, Inc. USA 401(k) Plan (PA) $104M · 780
- Creative Planning Companies Employer Retirement Contribution Plan (KS) $104M · 1,121
Similar participant headcount
Nearest other-state filings by covered participants (411 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.